Atticus Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Buy |
2,752
+64
| +2% | +$18.7K | 0.22% | 62 |
|
|
2025
Q1 | $840K | Buy |
2,688
+313
| +13% | +$97.8K | 0.27% | 50 |
|
|
2024
Q4 | $689K | Sell |
2,375
-589
| -20% | -$171K | 0.21% | 58 |
|
|
2024
Q3 | $903K | Buy |
2,964
+494
| +20% | +$150K | 0.29% | 46 |
|
|
2024
Q2 | $629K | Sell |
2,470
-954
| -28% | -$243K | 0.21% | 57 |
|
|
2024
Q1 | $965K | Buy |
3,424
+181
| +6% | +$51K | 0.32% | 45 |
|
|
2023
Q4 | $962K | Buy |
3,243
+183
| +6% | +$54.3K | 0.34% | 43 |
|
|
2023
Q3 | $806K | Buy |
3,060
+27
| +0.9% | +$7.11K | 0.31% | 47 |
|
|
2023
Q2 | $905K | Sell |
3,033
-152
| -5% | -$45.4K | 0.33% | 41 |
|
|
2023
Q1 | $891K | Buy |
3,185
+776
| +32% | +$217K | 0.34% | 44 |
|
|
2022
Q4 | $635K | Buy |
2,409
+267
| +12% | +$70.4K | 0.26% | 70 |
|
|
2022
Q3 | $529K | Hold |
2,142
| – | – | 0.26% | 58 |
|
|
2022
Q2 | $529K | Buy |
2,142
+745
| +53% | +$184K | 0.22% | 70 |
|
|
2022
Q1 | $345K | Sell |
1,397
-94
| -6% | -$23.2K | 0.13% | 104 |
|
|
2021
Q4 | $400K | Buy |
1,491
+298
| +25% | +$79.9K | 0.16% | 89 |
|
|
2021
Q3 | $288K | Sell |
1,193
-439
| -27% | -$106K | 0.13% | 86 |
|
|
2021
Q2 | $377K | Buy |
1,632
+2
| +0.1% | +$462 | 0.16% | 82 |
|
|
2021
Q1 | $365K | Buy |
1,630
+7
| +0.4% | +$1.57K | 0.17% | 79 |
|
|
2020
Q4 | $348K | Buy |
1,623
+10
| +0.6% | +$2.14K | 0.18% | 74 |
|
|
2020
Q3 | $354K | Buy |
1,613
+116
| +8% | +$25.5K | 0.21% | 63 |
|
|
2020
Q2 | $276K | Sell |
1,497
-47
| -3% | -$8.67K | 0.18% | 73 |
|
|
2020
Q1 | $255K | Sell |
1,544
-150
| -9% | -$24.8K | 0.21% | 67 |
|
|
2019
Q4 | $335K | Buy |
+1,694
| New | +$335K | 0.21% | 63 |
|